AWM
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AE Wealth Management’s Coherent COHR Stock Holding History

AE Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Sell
8,397
-4,315
-34% -$988K 0.01% 644
2025
Q4 		$2.35M Sell
12,712
-5,988
-32% -$896K 0.01% 563
2025
Q3 		$2.01M Sell
18,700
-7,655
-29% -$763K 0.01% 566
2025
Q2 		$2.35M Sell
26,355
-1,202
-4% -$86.5K 0.02% 494
2025
Q1 		$1.79M Sell
27,557
-7,558
-22% -$626K 0.02% 554
2024
Q4 		$3.33M Sell
35,115
-201
-0.6% -$20.1K 0.03% 423
2024
Q3 		$3.14M Sell
35,316
-794
-2% -$59.3K 0.03% 428
2024
Q2 		$2.62M Buy
36,110
+4,025
+13% +$242K 0.03% 461
2024
Q1 		$1.95M Sell
32,085
-96,080
-75% -$5.27M 0.02% 495
2023
Q4 		$6.06M Sell
128,165
-48,518
-27% -$1.75M 0.03% 537
2023
Q3 		$5.77M Buy
176,683
+76,771
+77% +$3.15M 0.03% 508
2023
Q2 		$5.09M Sell
99,912
-2,433
-2% -$90.3K 0.03% 529
2023
Q1 		$3.9M Buy
102,345
+2,643
+3% +$108K 0.03% 569
2022
Q4 		$3.5M Buy
99,702
+48,570
+95% +$1.69M 0.03% 567
2022
Q3 		$1.78M Buy
51,132
+28,129
+122% +$1.35M 0.01% 739
2022
Q2 		$1.17M Buy
23,003
+7,977
+53% +$486K 0.01% 835
2022
Q1 		$1.09M Buy
+15,026
New +$1.02M 0.01% 890
2021
Q2 		– Sell
-8,871
Closed -$607K – 1600
2021
Q1 		$607K Sell
8,871
-1,514
-15% -$124K 0.01% 941
2020
Q4 		$789K Buy
+10,385
New +$615K 0.01% 789
2020
Q3 		– Sell
-12,689
Closed -$599K – 1287
2020
Q2 		$599K Buy
+12,689
New +$503K 0.01% 800

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

AE Wealth Management's COHR Position: Q1 2026 in Review

AE Wealth Management reduced its Coherent (COHR) stake by 34% in Q1 2026, selling an estimated $988K and leaving 8,397 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #644.

AE Wealth Management first reported a position in COHR in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.06M in Q4 2023. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • AE Wealth Management held 8,397 shares of Coherent worth $2M as of Q1 2026.
  • AE Wealth Management sold 4,315 Coherent shares in Q1 2026, an estimated $988K.
  • Coherent made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #644 holding.
  • AE Wealth Management first reported a position in Coherent in Q2 2020 and has held it in 20 quarters since.
  • AE Wealth Management's Coherent position peaked at $6.06M in Q4 2023.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.